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Third Point LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
42
-10
New Purchases
0
Added To
0
Closed
42
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $0 0%
Large Cap 27 $0 0%
Mid Cap 3 $0 0%
Small Cap 5 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$364.3B
Median Market Cap
$37.4B
Avg P/E
48.6
Median P/E
28.6
Avg Dividend Yield
0.01%
Avg Beta
1.18
# Stocks
42
# ETFs / Funds
0

Top Holdings (42 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LYV —% -$246M -1,725,000 -100.0% SOLD
2 CMG —% -$175M -4,725,000 -100.0% SOLD
3 BN —% -$285M -6,200,000 -100.0% SOLD
4 SPOT —% -$58M -100,000 -100.0% SOLD
5 DHR —% -$137M -600,000 -100.0% SOLD
6 VST —% -$162M -1,005,000 -100.0% SOLD
7 SN —% -$134M -1,200,000 -100.0% SOLD
8 TDS —% -$274M -6,675,000 -100.0% SOLD
9 MTZ —% -$201M -925,000 -100.0% SOLD
10 PCG —% -$551M -34,300,000 -100.0% SOLD
11 KVUE —% -$56M -3,250,000 -100.0% SOLD
12 BHC —% -$2M -350,000 -100.0% SOLD
13 NSC —% -$282M -975,000 -100.0% SOLD
14 RKT —% -$184M -9,515,000 -100.0% SOLD
15 TMO —% -$29M -50,000 -100.0% SOLD
16 SGI —% -$304M -3,400,000 -100.0% SOLD
17 UNP —% -$419M -1,810,000 -100.0% SOLD
18 COF —% -$267M -1,100,000 -100.0% SOLD
19 APG —% -$115M -3,000,000 -100.0% SOLD
20 CRS —% -$247M -785,000 -100.0% SOLD
21 CTEV —% -$6M -145,000 -100.0% SOLD
22 PGR —% -$50M -220,000 -100.0% SOLD
23 TSM —% -$129M -425,000 -100.0% SOLD
24 CSX —% -$18M -500,000 -100.0% SOLD
25 CASY —% -$251M -455,000 -100.0% SOLD
26 AMZN —% -$500M -2,165,000 -100.0% SOLD
27 AUR —% -$4M -1,032,463 -100.0% SOLD
28 LPLA —% -$182M -510,000 -100.0% SOLD
29 CEG —% -$168M -475,000 -100.0% SOLD
30 FLYX —% -$4M -1,022,000 -100.0% SOLD
31 SRTA —% -$24M -5,000,000 -100.0% SOLD
32 CSGP —% -$213M -3,165,000 -100.0% SOLD
33 MSFT —% -$447M -925,000 -100.0% SOLD
34 NVDA —% -$550M -2,950,000 -100.0% SOLD
35 FIX —% -$98M -105,000 -100.0% SOLD
36 SPRY —% -$6M -556,237 -100.0% SOLD
37 WIX —% -$23M -225,000 -100.0% SOLD
38 BABA —% -$121M -825,000 -100.0% SOLD
39 AUROW —% -$413K -1,835,000 -100.0% SOLD
40 HTZWW —% -$11M -3,970,000 -100.0% SOLD
41 FLYX-WT —% -$105K -367,499 -100.0% SOLD
42 CRH.L —% -$324M -2,600,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
LYV —%
CMG —%
BN —%
SPOT —%
DHR —%
VST —%
SN —%
TDS —%
MTZ —%
PCG —%
KVUE —%
BHC —%
NSC —%
RKT —%
TMO —%
View SEC EDGAR Filings for Third Point LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms